---
title: Create questionnaire for a store plan
description: Create questionnaire for a store plan on CSM/FSM Worskpace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/retail-industry/rahi-retail-create-questionnaire.html
release: australia
topic_type: task
last_updated: "2026-06-05"
reading_time_minutes: 1
breadcrumb: [Retail questionnaire, Retail store plans, Explore, Retail]
---

# Create questionnaire for a store plan

Create questionnaire for a store plan on CSM/FSM Worskpace.

## Before you begin

Role required: sn\_rtl\_instore\_ops.manager

## Procedure

1.  Navigate to **Store plan** > **All**.

2.  Select **New** > **HQ communication** > **Create plan**.

3.  Add HQ details, HQ task details, store case details, and store task details.

4.  On the Store task page, select a questionnaire template in the **Questionnaire template** or select **Create new questionnaire**.

5.  Enter the name of the template in **Template name**.

6.  Enter the description in the **Description**.

7.  Select **Create**.

8.  Enter the assessment template details in **General** > **Details**.

9.  Enter preferred type of questions in **Questions** > **Add question**.

    | | |
    |---|---|
    |**Add assessment reference**| |
    |**Add instructions**| |

10. Enter preferred type of section details in **Questions** > **Add section**.

    | | |
    |---|---|
    |**Question**| |
    |**Required toggle option**| |
    |**Type > Create choices to select from**|Drop-down, radio button, checkbox|
    |**Type > Allow a freeform answer**|Text, number,code|
    |**Other**|Reference, attachment|

11. Set preferred settings in **Settings**.

    | | |
    |---|---|
    |**Duration of the assessment**|Number of days|
    |**Assessment reader role**|Assessment reader role is mandatory|

12. Select **Continue** to create the store task.

    Store task page displays the store task name, questionnaire template name, and priority of the task.


**Parent Topic:**[Retail questionnaire](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/retail-industry/rahi-retail-create-a-questionnaire-template.md)